Root Financial Partners
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Root Financial Partners’s Credit Acceptance CACC Stock Holding History

Root Financial Partners’s Portfolio CACC Stock Details CACC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$34.5K Buy
+65
New +$38.5K ﹤0.01% 1265
2026
Q2 		– Sell
-39
Closed -$16.5K – 847
2026
Q1 		$16.5K Buy
39
+9
+30% +$4.25K ﹤0.01% 1431
2025
Q4 		$13.3K Sell
30
-7
-19% -$3.24K ﹤0.01% 1372
2025
Q3 		$17.3K Buy
+37
New +$18.5K ﹤0.01% 1190

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Axxion S.A.
Axxion S.A. Grevenmacher, Luxembourg $1.52B AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Exchange Traded Concepts
Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Illinois Municipal Retirement Fund
Illinois Municipal Retirement Fund Oak Brook, Illinois $8.94B AUM 30.57% 1-Year Est. Return
MAA
Mraz Amerine & Associates Modesto, California $640M AUM 12.53% 1-Year Est. Return

Root Financial Partners's CACC Position: Q3 2026 in Review

Root Financial Partners opened a new position in Credit Acceptance (CACC) in Q3 2026: 65 shares worth $34.5K. The stake represents ﹤0.01% of the portfolio and ranks #1265 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in CACC as recently as Q1 2026.

Root Financial Partners first reported a position in CACC in Q3 2025 and has held it in 4 quarters since. 121 funds tracked by Wall St. Rank hold CACC as of Q3 2026.

  • Root Financial Partners held 65 shares of Credit Acceptance worth $34.5K as of Q3 2026.
  • Credit Acceptance was a new Root Financial Partners position in Q3 2026.
  • Credit Acceptance made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1265 holding.
  • Root Financial Partners first reported a position in Credit Acceptance in Q3 2025 and has held it in 4 quarters since.
  • 121 funds tracked by Wall St. Rank held Credit Acceptance as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.